Automatic WO Creation

Use Case

To make sure a Special Work Order is created when a Sales Order is made, the ‘Create WO’ option must be visible on the Sales Order’s item line. If this option is hidden, the Work Order won’t be automatically generated, even if the item is marked as a Special Work Order Item.

Solution:

To show the ‘Create WO’ option:

1. Go to Customization > Forms > Transaction Forms.
2. Click ‘Edit’ next to the preferred Sales Order form.
3. On the Custom Transaction Form page, navigate to Screen Fields tab > Columns subtab.
4. Look for the label ‘Create WO’ and make sure the ‘Show’ box is checked.
5. Save the changes